Get Au Commsec 1031 (formerly Cas1031) 2018-2026

Filling out the AU CommSec 1031 form online can simplify your share trading and cash account application process. This guide provides you with easy-to-follow instructions for each section of the form.

Follow the steps to successfully complete your AU CommSec 1031 form online.

1. Click the ‘Get Form’ button to access the AU CommSec 1031 form. Make sure to open it in your preferred editor.
2. In Section 1, enter your Primary Adviser Details, including the adviser code and contact information. Ensure all fields marked as mandatory are filled out accurately.
3. Proceed to Section 2 to provide personal details for each applicant. Include information such as date of birth, tax residency, and contact information. Make sure to select the identification method you prefer.
4. If applicable, fill out Section 3 for Company Details if you are applying on behalf of a business. Include the company name, your Australian Company Number (ACN), and tax residency information.
5. For Trust Applicants, move to Section 4 and provide Trust Details. Indicate the type of trust and include mandatory details such as the Settlor's name and trust tax file number.
6. In Section 5, outline your Settlement Options, including your nominated bank account details for transaction settlements.
7. Section 6 is for CBA Accelerator Cash Account applicants. Complete required fields or skip this if not applying for this type of account.
8. For the CHESS Sponsorship Requests, fill out Section 7 if you need to transfer your existing holdings.
9. In Section 8, provide Identification details for individuals and trusts as previously selected.
10. Finally, in Section 9, all applicants must sign the Declaration. Ensure every signature is dated and accurate.
11. Once all steps are complete, review your form for accuracy. Save your changes, download, print, or share the completed form as necessary.

Ready to begin? Complete your AU CommSec 1031 form online today!